Sodali

Diritto 24 – Finanza e Etica: Code of Business Conduct

sodali — Tue, 08 May 2012 17:00:58 +0000

After the various scandals and unethical behavior of some players in the financial services and proxy industry, this article describes the importance of ethics and having and applying a code of business conduct. Sodali is highlighted as being an exception in the industry of having a Code of Business Conduct and the article stresses the importance of it.

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IR Summit: 2012 IR Global Rankings – North American & European Awards – 1 May 2012

sodali — Tue, 24 Apr 2012 09:57:18 +0000

Over 70 US and European companies are expected at the IRGR Awards ceremony. Sodali, as the corporate governance partner of the initiative, moderates the IR and governance panel.

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Corporate Secretary – Should directors engage investors directly?

sodali — Mon, 16 Apr 2012 08:00:14 +0000

John Wilcox is quoted in this article by Peter Firestein, which provides useful recommendations to companies and boards of directors preparing to engage with shareholders.

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Corporate Secretary, April 16, 2011 article

Sodali – Supporting Greek Issuers in the International Capital Markets – Naftemporiki

sodali — Wed, 11 Apr 2012 10:00:34 +0000

This article examines the activity in the Greek market surrounding both the recapitalization of the Greek banking sector and the imminent rights issues which the banks are about to launch, as well as the state privatization process. In light of this critical period, Aemilia Varfis highlights the importance for Greek listed companies to engage and understand the behaviour of their international shareholder base. This process primarily involves having a knowledge of their final investors, in order to maximize support in upcoming general meetings, as well as undertaking an in depth analysis of their overall corporate governance structures.

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Sodali Announces Results of Institutional Investor Survey on Ownership Disclosure

sodali — Tue, 03 Apr 2012 18:00:09 +0000

Sodali’s institutional Investor survey on ownership disclosure indicates “conservative support” for a program that would give companies access to systemically-generated information from intermediaries in the voting chain.

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Survey: Ownership Disclosure by Institutional Investors

Finance Monthly: Sodali announces results of institutional investor survey on ownership disclosure

IPE – Investment & Pensions Europe

Comment Letter to AMF Working Group on General Meetings

sodali — Tue, 03 Apr 2012 12:00:09 +0000

In May 2011, the French Regulator AMF (Autorité des Marchés Financiers) has set up in May 2011 a working group on general meetings, chaired by Olivier Poupart-Lafarge. It has recently published a report with its conclusions and launched a public consultation. Sodali’s answered with a comment letter (attached). The working group has focused on three major topics, dialogue between shareholders and issuers at general meetings, functioning of general meetings, and voting on regulated agreements.

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La Gouvernance au coeur du dialogue entre sociétés et actionnaires: un enjeu qui va au-delà de la Saison des AG 2012

sodali — Fri, 30 Mar 2012 15:00:44 +0000

Ahead of the 2012 French proxy season, Sodali gives you its sentiment of the challenges which both issuers and investors are bound to face. The document highlights the increasing relevance of the dialogue between companies and investors on governance topics, identifies best practices and forecasts the longstanding impact on the governance landscape of the adoption of such practices.

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Corporate Governance Criteria Updated for 2012 IR Global Rankings Survey

sodali — Fri, 30 Mar 2012 09:00:55 +0000

For the third year in a row, Sodali supports the IR Global Ranking initiative – the most widely respected annual global ranking of corporate governance practices by listed companies. The press release announces the revision of the governance ranking performed by Sodali, together with the other partners.

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A look ahead to the 2012 proxy season: prep and planning on pay and performance – IR Magazine

sodali — Thu, 29 Mar 2012 09:00:09 +0000

The article provides an overview of the issues faced by companies in those countries in which some kind of shareholder vote on compensation is required. John Wilcox provides advice on how companies should prepare to the 2012 AGM, justify their decisions and explain the link between their compensation scheme, the companies’ strategic goals and shareholder value.

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Sodali Hires Thomas Laschetti to Develop Corporate Transaction Business and Cross-Border Services

sodali — Mon, 12 Mar 2012 08:00:03 +0000

Sodali, the global corporate governance consultancy and shareholder services firm, announced today that it has hired Thomas Laschetti as Director of Development in the firm’s London office.

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